Contentsapps.aptransco.co.in/sapTraining/Forms/HCM.pdfHere user will fill all leave related details...
Transcript of Contentsapps.aptransco.co.in/sapTraining/Forms/HCM.pdfHere user will fill all leave related details...
Contents
1. Employee Self-Service ............................................................................................................................................................ 2
1.1 Overview of Employee Self-Service ..................................................................................................................................... 2
2 Organization Chart .................................................................................................................................................................. 3
2.1 Overview of Organization Chart ........................................................................................................................................... 3
2.2 Organization Chart ............................................................................................................................................................... 3
3 Personal Information .............................................................................................................................................................. 4
3.1 Overview of Personnel Information ..................................................................................................................................... 4
3.2 Personal Profile .................................................................................................................................................................... 5
4. Working Time ......................................................................................................................................................................... 7
4.1 Overview of Working Time .................................................................................................................................................. 7
4.2 Leave Request ...................................................................................................................................................................... 7
4.3 Leave Overview .................................................................................................................................................................. 11
4.4 Public Holiday Calendar ..................................................................................................................................................... 11
5. Payments ............................................................................................................................................................................. 12
5.1 Overview of Payment ......................................................................................................................................................... 12
5.2 Salary Statement .............................................................................................................................................................. 13
5.3 Income Tax Declaration .................................................................................................................................................... 14
5.4 Form 16 .............................................................................................................................................................................. 16
5.5 Leave Encashment............................................................................................................................................................ 17
6. Additional Services ............................................................................................................................................................... 18
6.1 Overview of Additional Services ........................................................................................................................................ 18
6.2 LTC Request........................................................................................................................................................................ 19
6.3 Service certificate ............................................................................................................................................................... 19
6.4 NOC Passport ..................................................................................................................................................................... 20
6.6 NOC Higher studies ............................................................................................................................................................ 21
6.7 Medical Overview .............................................................................................................................................................. 22
6.8 Property Returns ................................................................................................................................................................ 22
6.9 Medical card....................................................................................................................................................................... 23
6.10 TA Bill ............................................................................................................................................................................... 24
7. Request Approval Process by Manager ............................................................................................................................... 27
1. Employee Self-Service
1.1 Overview of Employee Self-Service
Employee Self Service means services related to employee himself. User can access all applications related to self. Applications are:
Working Time Benefits & Payments Personal Information Career and Development Additional Services
Login to Employee Self Service (ESS) portal. Use following URL for login. Provide the User ID and password.
URL: http://epprd.hec.aptransco.gov.in:50000/irj/portal
After successfully login, Navigate to “My Services” tab.
Following services tabs which are available under “My Services” tab are:-
Working Time
Benefits and Payment
Personal Information
Career and Development
Additional Services
Click expand icon “My Services” Tab, following screen will appear as shown below:
2 Organization Chart
2.1 Overview of Organization Chart
In Organization chart user can view their reporting hierarchy till top level management.
2.2 Organization Chart
Path: ESS Landing Page Organization Chart (Icon in my Info Chip)
Click on organization chart icon in my info chip in ESS landing page
Organization chart will be displayed with reporting hierarchy from current level to top level.
Click on icon to display next level hierarchy and click on icon to display lower level hierarchy.
Click on to enhance & display all employees who are reporting in current level.
3 Personal Information
3.1 Overview of Personnel Information
In Personal Information, User can view their personal details like:
For Display
Personal Profile data like Address, Family Member Details, communication details(Extension, Private Email
Address, Cell Phone number),Personal ID’s (Voter’s Id , Aadhar ID), Personal data
For only Display
Personal Data
Address
Bank Details
Education Details
Communication Details
Family members & Dependents
Personal Id’s
Login to Employee Self Service (ESS) portal. Use following URL for login.. Provide the User ID and password.
http://epprd.hec.aptransco.gov.in:50000/irj/portal
After successfully login, Navigate to.
Path: ESS Landing Page Employee Profile (Icon In my Info Chip) Details
or
ESS Landing Page My Services Personal Information Personal Profile
Personal Information: In this area user can use service to maintain and display his personal data.
3.2 Personal Profile
Path: ESS Landing Page Employee Profile (In my Info Chip) Details
or
ESS Landing Page My Services Personal Information Personal Profile
4. Working Time
4.1 Overview of Working Time
In Working Time, user can access time related application like leave application, view quota balances,Team
calendar, Public holiday calendar. Applications related to working time are:
Apply Leaves, Cancel Leaves
View Leave balances
View Public Holiday Calendar
After successfully login, Navigate to “Employee Self-Service” tab.
Path: ESS Working Time
4.2 Leave Request
In Leave request, user can access all leave related data and apply the leaves.
Create Leave Request
Path: ESS Working Time Leave Request
Click on Create Leave Request link shown below:
User can view calendar having dates with different colors as shown below.
Clicking on Time Account Tab, User can view Leave balances.
Clicking on Leave Request Tab, User can view all applied leave details and their status.
Steps for applying Leave:
Here user will fill all leave related details for applying leave.
Step 1: In Type of leave field, select leave type using drop down.
Step 2: Select Start Date and End Date from Calendar Icon shown.
Step 3: In comment field, user can provide reason for the leave.
Click on attachment if document needs to be attached
Processors field displays the leave approver names in sequence
1) Type of Leave = EL
2) Start Date = 11.02.2014
End Date = 12.02.2013
3) Purpose of Leave = Enter the Reason
4) Click on “Check” to check the availability of Leave
5) Click “Send” button if the System show the Check was successful message.
Following screen will appear
On clicking Ok, User will get message that “Leave Request was sent successfully” for respective authority for
approval.
4.3 Leave Overview
Path: ESS Working Time Leave & Time account Balance Overview
In Leave overview, user can view their leave status and change or cancel it accordingly.
Status:
Sent: : Request which is Pending for Approval
Approved :Request is approved
Rejected :Request id rejected by the approving the authority
User can view pending leaves, which are pending with whom in Next Processor Column.
If user wants to cancel the leave, he can cancel it through cancel button shown in the cancel column. Leave will go
to the approver as defined by the workflow if it is already approved and saved in the system.
If users wish to change the leave details, changed leaves will go for approval defined by the workflow.
In Time account, user can view their leave balances as shown below.
Once the leave is approved by the approver, The Employee will be able to see the Approved Leave request and
updated Leave Quota when he logs on to ESS.
4.4 Public Holiday Calendar
Path: ESS Working Time Public Holiday Calendar
In Public Holidays, user can view the public holidays for the calendar year
5. Payments
5.1 Overview of Payment
In Payment, user can access applications related to his benefits and Payment as below:
Salary Statement
India Income Tax Declaration
Form 16
Login to Employee Self Service (ESS) portal.
After successfully login, Navigate to
Path: ESS My Services Benefits and Payments
Click on Benefits and Payments tab to access related services
5.2 Salary Statement
Path: ESS My Services Benefits and Payments Salary Statement
Click on Salary Statement link
Over of Gross pay, deductions and Net pay will display for all active payroll runs.
Click on PDF icon to view pay slip and click on Print icon to print selected pay slip
Note: Adobe Reader should be installed in the system to view the pdf documents.
5.3 Income Tax Declaration
Path: ESS My Services Benefits and Payments Income Tax Declaration
Click on Indian Income Tax Declarations link
In Payment, Indian Income Tax declaration application is provided to user for declaring income tax exemption to get
IT benefits.
Click on create
Select IT Declaration Type.
Ex: Section 80 Deductions as shown below, enter values in respective saving sections and click submit to see
preview and submit the request.
Enter the Proposal amount or Actual amounts in the proposal amount column in the corresponding rows of the
investments.
Select the acknowledge check box
The request is created successfully and sent to the respective approver for approval if it is actual declaration, user can track the status of approval in the “Request Status” column
Note: During submission of Actuals “Proposed Amount” column will not be visible only “Actual Amount”
column will be seen for entering the Actual amount and select the “Consider Actual “ check box for considering the Actuals.
5.4 Form 16
Path: ESS My Services Benefits and Payments Form 16
Click on Form 16 link.
Select the year and Click to minimize the screen.
Following Screen will appear.
Click to download the Form & Click to Print.
5.5 Leave Encashment
Path: ESS My Services Benefits and Payments Leave Encashment
Click on leave encashment link
Click on new request
Specify Leave type, Leave encashment method, Encashment days and note for approver. Click on Next icon to
Review and submit current request.
6. Additional Services
6.1 Overview of Additional Services
In additional services, user can view service requests like
LTC Request
Service certificate
NOC Passport
NOC Higher studies
Medical Overview
Property Returns
TA Bill
Medical card
Login to Employee Self Service (ESS) portal. Provide the User ID and password.
After successfully login, Navigate to Additional services tab.
Path: ESS My Services Additional Services
6.2 LTC Request
Path: ESS My Services Additional Services LTC Request
Click on LTC Request link
Click on create new request.
Specify LTC Type, place of visiting, From and To Journey dates, Advance amount if any and Mode of travel.
Select dependent details if any in selected LTC.
Attach supporting documents.
6.3 Service certificate
Path: ESS My Services Additional Services Service Certificate
Click on Service certificate link
Click on new request create
Specify Purpose and Remarks.
Click on Send Icon.
6.4 NOC Passport
Path: ESS My Services Additional Services NOC Passport
Click on NOC Passport link.
Select application type from the drop down, Purpose of visiting, date of visiting, Country, remarks.
Click on send icon.
6.6 NOC Higher studies
Path: ESS My Services Additional Services NOC higher Studies
Click on NOC Higher studies link
6.7 Medical Overview
Path: ESS My Services Additional Services Medical Overview
Click on Medical overview link
Select sub type from the drop down.
For displaying previous record click on previous tab and for displaying next icon click on next tab.
Accordingly medical related data will be displayed.
6.8 Property Returns
Path: ESS My Services Additional Services Property Returns
Click on Property returns link
Select property returns type from the drop down in sub type.
Based on sub type to display previous data click on previous tab and to display next data click on next tab.
6.9 Medical card
Path: ESS My Services Additional Services Medical Card
Click on medical card link
Click on Create icon.
Select Self/Member, Disease type, Hospital Name, Address, Amount.
For attachment Choose file select required document from folder, Click on attach file.
Once required details completed click on submit.
Note: If attached document needs to be deleted select document and click on Delete attachment icon so accordingly document will be deleted.
6.10 TA Bill
Path: ESS My Services Additional Services TA Bill
Click on TA Bill link
TA Bill overview screen will appear, in this page user can able to view all the past ta bill request along with status. To create new ta bill request click on create new request and to delete existing ta bill request click on delete request Note: Only ta bill with saved status can be deleted.
To Create new request click on Create new request icon
Specify bill period, from and to date, Purpose of visit and click on save icon to save the request.
Click on Travel details icon to maintain travel details
Specify Serial Number, from and to date, from and too time (Note: from and to date will be only one day eg: 01.01.2018 to 01.01.2018), travel from and travel to destination, Mode of journey, Kilo meters and Purpose of visit.
Once data entry completed click on save request .
Once travel details entry got completed click on travel expenses against details icon .
All details specified in travel details in travel details option will appear by default against each line item can specify Railway/Bus fare, Boarding Expenses amount, Daily allowance rate (Note: Based on from and to time and daily allowance rate actual da will calculate automatically) and based on amounts specified in respective fields total will be calculated automatically.
Once entries completed click on save request so entered data will be saved in the system as draft.
When complete entries got completed click on submit .
7. Request Approval Process by Manager
After employee submits request i.e., Leave Request, leave encashment, service certificate, Noc, Ta bill etc., reporting manager will be checked by the system automatically and sends request automatically to concern approver approvers screen.
Manager will login to ESS Portal with respective user id and pass word
Once manager login to ess portal, he/she will be able to all pending requests for his/her approval under approvals tab.
Click on request which needs to approve or reject.
Request will open will new screen, click on the request hyper link.
Request details full screen will open in new screen.
Check specified details and click on either approve or reject.